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Evercore
EVR

221 hedge funds and large institutions have $1.58B invested in Evercore in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $1.37M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

8% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 76

0.02% more ownership

Funds ownership: 90.05% → 90.07% (+0.02%)

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

3% less funds holding

Funds holding: 227 → 221 (-6)

14% less capital invested

Capital invested by funds: $1.83B → $1.58B (-$252M)

Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
5.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
38
Increased
82
Reduced
76
Closed
39
Calls
$2.96M
Puts
$1.37M
Net Calls
+$1.59M
Net Calls Change
-$247K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$56.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$24.6M
3
Macquarie Group
Macquarie Group
Australia
+$24.3M
4
JCM
Junto Capital Management
New York
+$23.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$10.9M

Top Sellers

1
AIM
abrdn Investment Management
United Kingdom
-$56.1M
2
Invesco
Invesco
Georgia
-$29.3M
3
PCM
Palisade Capital Management
New Jersey
-$11.1M
4
Calamos Advisors
Calamos Advisors
Illinois
-$10.1M
5
CM
Castleark Management
Illinois
-$9.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teachers Advisors
New York
$13.9M +$645K +12,951 +4%
UBS Group
27
UBS Group
Switzerland
$13.8M -$192K -3,847 -1%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$13.4M – – –
O
29
OppenheimerFunds
New York
$12.4M +$250K +5,019 +2%
American Century Companies
30
American Century Companies
Missouri
$11.7M -$533K -10,706 -4%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$11.5M +$330K +6,635 +3%
CCM
32
Copeland Capital Management
Pennsylvania
$11.1M -$77.7K -1,561 -0.6%
HA
33
Halsey Associates
Connecticut
$10.8M +$491K +9,866 +4%
Ameriprise
34
Ameriprise
Minnesota
$10.4M -$4.15M -83,254 -26%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$10.3M +$3.88M +78,007 +50%
RIM
36
Rainier Investment Management
Washington
$8.35M -$974K -19,560 -9%
TCIM
37
TIAA CREF Investment Management
New York
$8.19M +$391K +7,852 +4%
Goldman Sachs
38
Goldman Sachs
New York
$8.02M +$474K +9,528 +6%
SAM
39
Sentinel Asset Management
Vermont
$7.99M +$553K +11,112 +7%
BG
40
Bahl & Gaynor
Ohio
$7.71M +$451K +9,050 +5%
IMIM
41
Irving Magee Investment Management
Pennsylvania
$7.6M +$50 +1 +0%
LCP
42
Lombardia Capital Partners
California
$7.32M +$876K +17,587 +12%
Charles Schwab
43
Charles Schwab
California
$7.32M -$94.7K -1,901 -1%
N
44
Nuveen
North Carolina
$6.99M +$1.45M +29,213 +23%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$6.89M – – –
Millennium Management
46
Millennium Management
New York
$6.53M -$5.76M -115,772 -44%
BIM
47
BlackRock Investment Management
Delaware
$6.44M +$1.38M +27,652 +23%
NFA
48
Nationwide Fund Advisors
Ohio
$6.38M +$302K +6,063 +4%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$6.23M +$1.52M +30,491 +28%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$6.07M +$44.3K +890 +0.7%
1
2
3 4 5

EVR Hedge Fund Activity: Q2 2016 in Review

221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Evercore (EVR) for Q2 2016, worth a combined $1.58B — down 14% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of EVR and 38 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 82 added.

The largest buyer was Wellington Management Group, adding an estimated $56.9M. The largest seller was abrdn Investment Management, cutting an estimated $56.1M.

  • 221 institutional investors held Evercore (EVR) as of Q2 2016, down from 227 in Q1 2016.
  • Funds reported $1.58B of Evercore stock for Q2 2016, down 14% quarter-over-quarter.
  • 38 funds opened new Evercore positions in Q2 2016 and 39 closed out, a net change of -1 holder.
  • The largest Evercore buyer in Q2 2016 was Wellington Management Group, an estimated $56.9M added.
  • The largest Evercore seller in Q2 2016 was abrdn Investment Management, an estimated $56.1M sold.

Based on aggregated 13F filings for Q2 2016.